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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,408 | $91,167-52.4% | $178,498-75.7% | $79,858-45.6% |
| Participation rate | 67.7% | 69.2%-1.5pp | 81.9%-14.2pp | 69.6%-1.9pp |
| Annual return | 10.97% | 24.19%-13.2pp | 151.09%-140.1pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,473 | $6,747+25.6% | $13,985-39.4% | $5,306+59.7% |